Academic Departments - Compact Planning Details

1. Academic Departments - Compact Planning Details

2. General Overview of Compact Planning

6. Compact Development and Negotiation Rounds Academic Affairs Compact • 1st Round - department level • Focus on: • departmental vision/mission, • department goals, and • preliminary list of department initiatives to achieve objectives Department Compact • 2nd Round – school/college level • Focus on: • departmental compacts refined with dean’s formal input, and • school/college-level prioritization • initiate governance consultation • 3rd Round – university level • Focus on: • school/college compacts refined with provost’s formal input, • deans finalize school/college priorities • provost prepares Academic Affairs compact, consults with faculty governance and the selective investment advisory committee School/College Compact

7. 4th Round – president selects initiatives to fund • President creates a university compact from negotiations with provost and vice presidents - • based on discussions with vice presidents, provost, faculty governance, and selective investment advisory committee, president selects initiatives to fund • all compacts revised to reflect funding decisions, and • all compacts are then signed. Divisional Compacts Divisional Compacts University Compact Administrative Unit Compacts Department Compact School/College Compact Academic Affairs Compact

8. Department Compact Departmental Compact Instructions See Handbook link at http://www.albany.edu/academic_affairs/cp/ • All compacts will contain the following elements: • Introduction to the unit - mission, goals, core activities, national rankings or locally derived benchmarks • Initiatives clearly described – what they are, how they fit with unit and university goals, summaries of steps to be taken, schedule of activities and progress reports, resource needs, measures of outcomes and results. And specifically:

9. Department Compact Departmental Compact Instructions…continued Each initiative 3 pages or less !!!

10. Department Compact Departmental Compact Instructions…continued

11. Department Compact Departmental Compact Instructions…continued While initiatives need not be developed for each category, some categories carry stipulations beyond specifying initiatives that need to be addressed (e.g., enrollment plans in #3, assessment plans in # 4, unit fiscal context in # 6).

12. Department Compact Departmental Compact Instructions…continued • Initiatives Supporting University Goals/Priorities • Nine DRAFT goals/priorities for enhancing the university on the whole through the compact planning process have been identified as:

13. Department Compact Departmental Compact Instructions…continued • Initiatives Supporting University Goals/Priorites …continued

14. Department Compact Departmental Compact Instructions…continued

15. Department Compact Departmental Compact Instructions…continued

16. Department Compact Departmental Compact Instructions…continued

17. Department Compact Departmental Compact Instructions…continued

18. Department Compact Departmental Compact Instructions…continued III. Initiatives Related to Enrollment Management and the Detailing of Enrollment Plans…continued Enrollment Planning Form See the Forms link at http://www.albany.edu/academic_affairs/cp/

19. Department Compact Departmental Compact Instructions…continued III. Initiatives Related to Enrollment Management and the Detailing of Enrollment Plans…continued Screen shot of Data page available from http://www.albany.edu/academic_affairs/cp/ Replace w/Data page

20. Department Compact Departmental Compact Instructions…continued III. Initiatives Related to Enrollment Management and the Detailing of Enrollment Plans…continued – Screen shot of Enrollment Plan page available from http://www.albany.edu/academic_affairs/cp/

21. Department Compact Departmental Compact Instructions…continued III. Initiatives Related to Enrollment Management and the Detailing of Enrollment Plans…continued –

22. Department Compact Departmental Compact Instructions…continued

23. Department Compact Departmental Compact Instructions…continued

24. Department Compact Departmental Compact Instructions…continued

25. Department Compact Departmental Compact Instructions…continued IV. Initiatives Addressing Performance Review and Aspirations …continued Assessment resources available at http://www.albany.edu/assessment/

26. Department Compact Departmental Compact Instructions…continued

27. Department Compact Departmental Compact Instructions…continued

28. Department Compact Departmental Compact Instructions…continued • Initiatives Designed to Enhance Revenue…continued • Required Component for all Units: All-Funds Budget Template • See the Forms link at http://www.albany.edu/academic_affairs/cp/ • Other revenue/expenditure categories solicited are: DIFR, UAS, UAF, and Restricted Current Fund • Data available from: • departmental records, • school/college budget officer, • All-Funds reporting system, and • other University offices

29. Department Compact Departmental Compact Instructions…continued

30. Subsequent Rounds - Compact Instructions

31. Subsequent Rounds - Compact Instructions

32. Subsequent Rounds - Compact Instructions

33. Subsequent Rounds - Compact Instructions School/College Initiative Resource Summary See the Forms link at http://www.albany.edu/academic_affairs/cp/ This form should be included with all school/college and divisional compacts. At their discretion, deans may require their departments to use this form in creating department compacts.

34. Compact Planning Timeline Sept 8 Oct Nov 4 Nov 23 Dept’l draft compacts due to dean Chairs and faculty develop department compacts School/college draft compacts due to provost

35. Compact Planning Timeline…continued Jan 23 Feb 28 Mar 31 Apr 28 May 5 Provost provides written feedback to deans Deans finalize their priorities Proposed initiatives to Selective Investment Committee Provost’s recs to president President selects initiatives to fund After provost’s feedback, copy of school/college drafts also sent to UPC

36. Resources to Help • Compact Planning Handbook • Website: http://www.albany.edu/academic_affairs/cp • Provost’s Office: All senior staff • Director of Assessment • Institutional Research • Other University offices, as needed

37. End